Top 20 Independent Financial Advisers in Atworth

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  • Hartsfield Financial Services Ltd

    Melksham
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    130
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Ltd

    Bradford on avon
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    130
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Melksham
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
    87
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Fairstone Group

    Bradford on avon
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6652
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield

    Corsham
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    134
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fresh Perspective Financial Planning Ltd

    Trowbridge
    We're a different type of financial planning firm, one that puts you and achieving your goals at the heart of what we do
    13
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Truly Independent Ltd

    Trowbridge
    We will help you build a financial plan by providing Independent Financial Advice that is tailored to you. During the current situation we hope everyone is staying safe and well. We are able to offer our normal full advice service contactless in whatever manner suits you best; over the telephone, FaceTime, WhatsApp etc.
    96
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Monahans Wealth Management

    Trowbridge
    Our Chartered status is a reflection of the quality of independent financial advice we provide.
    12
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fresh Perspective Financial Planning Ltd

    Corsham
    We're a different type of financial planning firm, one that puts you and achieving your goals at the heart of what we do
    13
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Ltd

    Trowbridge
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    131
    £150k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum Financial Services LLP

    Great hinton
    I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real.
    33
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Trowbridge
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    15986
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Limpley stoke
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    125
    £250k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CJ Hannan Ltd

    Bath
    54
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Bath
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    15986
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cepen Independent Financial Advice

    Chippenham
    I offer bespoke solutions for Individual and Corporate Clients in Investments, Pensions, Savings and Protection, backed by 25 years experience of providing advice centred around your requirements.
    72
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Arlo Group Ltd

    Bath
    The Arlo Group are experts in financial planning, investment management, retirement planning, inheritance tax planning, general tax planning and wealth management. Offices in London, Devon and Yorkshire.
    44
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Monahans Wealth Management

    Bath
    Our Chartered status is a reflection of the quality of independent financial advice we provide.
    < 10
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matheson Charles

    Chippenham
    We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
    65
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Synthesis Wealth Management

    Steeple ashton
    Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
    159
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.